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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$211K -$66.5K -740 -25%
SouthState Corp
77
SouthState Corp
Florida
$204K -$36K -400 -16%
UBS Group
78
UBS Group
Switzerland
$164K +$76.7K +853 +99%
BAM
79
Bellevue Asset Management
Washington
$131K – – –
LWA
80
Lowe Wealth Advisors
Maryland
$113K – – –
Harbour Investments
81
Harbour Investments
Wisconsin
$112K – – –
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$95.9K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$86.3K – – –
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$84.1K +$26.4K +294 +51%
BWM
85
BKM Wealth Management
Wisconsin
$81.1K +$3.92M +43,577 New
GWMI
86
Guardian Wealth Management (Illinois)
Illinois
$77.1K -$33.5K -372 -32%
Franklin Resources
87
Franklin Resources
California
$71K – – –
AIA
88
Arcadia Investment Advisors
Idaho
$70.5K – – –
Allworth Financial
89
Allworth Financial
California
$63.7K -$12.5K -139 -17%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$57.6K – – –
Bank of America
91
Bank of America
North Carolina
$53.7K -$42.1K -468 -46%
SignatureFD
92
SignatureFD
Georgia
$47.4K – – –
ADL
93
Asset Dedication LLC
California
$37K – – –
AFG
94
Albion Financial Group
Utah
$36.4K – – –
NSIM
95
North Star Investment Management
Illinois
$36.1K – – –
PIS
96
POM Investment Strategies
North Carolina
$32.6K +$30.6K +340 New
IGWM
97
ICA Group Wealth Management
Colorado
$31.2K +$29.2K +325 New
Benjamin F. Edwards & Company
98
Benjamin F. Edwards & Company
Missouri
$30K -$39.9K -444 -59%
GEA
99
Glen Eagle Advisors
New Jersey
$28.8K – – –
HF
100
Halpern Financial
Virginia
$28.6K – – –